Our patron toolkit consists of a variety of consideration and activities-based worksheets which are supported by a comprehensive reference guide to support you with implementation of the Consumer Duty. Our worksheets include:

Consideration worksheets

• Key Information
• Mapping Exercise
• SMCR Requirements
• Milestone Timeline

Activities worksheets

• Product Design
• Customer Journey
• Lender Journey
• Third-party Ancillary
• Financial Promotions
• Customer Services
• Complaints Management
• Gaps and Actions Tracker